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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $539,747 | $106,247+408.0% | $96,515+459.2% | $139,466+287.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 15.35% | 38.47%-23.1pp | 35.73%-20.4pp | 373.66%-358.3pp |
| Employer contribution / active EE | $2,641 | $4,106-35.7% | $3,740-29.4% | $4,754-44.5% |
| Participant deferral / active EE | $13,241 | $5,456+142.7% | $4,880+171.4% | $6,712+97.3% |
| Admin fee / account holder | $4,746 | $7,885-39.8% | $6,735-29.5% | $11,409-58.4% |